China , India and Africa - wouldn't believe a word you read!!...

China , India and Africa - wouldn't believe a word you read!! China is throwing money at Africa but that will be very conditional. India is still a basket case and will take many many years before they may even have developed to a point similar to China and of course has a population and political system that is very very different.

African mining is in a hell of a mess from which many companies will not recover.

Alternative energy sources are galloping along (energy storage with Lithium Ion batteries being one example). The cost will of course come down over time.

I have been a big backer of thermal coal for base load power generation and there will still be a role but needs to run in tandem with modern clean generating plants.

India doesn't appear to give a rats about pollution, while developing its economy.

Copper appears to be holding a tad above US$2.00 per pound but that may not last. Trouble with all these reports from mining companies is they only talk their book.